How to import layby sales from a previous POS system


Latest update: - Lucia Palozzi

Objective

Transfer layby sales started in a previous POS system into Vend.

Setup

  • Vend for Mac or PC
  • Vend on iPad

Steps

  1. Click Sell
  2. Add a customer to the sale by searching for their name in the 'Add customer' field
  3. Add the products on the layby to the sale in Vend
  4. Click Pay
  5. Click Layby
  6. Click Done
  7. Click Sales Ledger
  8. Click the layby sale to expand it
  9. Click Apply payment/refund to manually apply a payment (if required)
  10. Click Edit Sale
  11. Select the date the layby sale was started from the 'Sale date' drop-down
  12. Click Save

Additional Information

Recreated laybys will appear under the correct date in sales reports/payments reports; however, they will appear in the register closure for the day they are recreated.

How to manually apply a payment to a sale

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